61
Wealth Manager jobs in Los Angeles, CA
EFC Wealth Group, Inc. —Los Angeles, CA
*Licensed & Ready:* You hold a Series 65 license and a life insurance license, and you’re prepared to put them to great use. Los Angeles, CA 90045 (Required).
$74,000 - $90,000 a year
Quick Apply
6d
BNY Mellon —Los Angeles, CA
At the guidance of the Team Leader, the Associate Wealth Manager may also have independent responsibility for managing some client relationships with the Wealth…
$70,700 - $130,700 a year
Advisor Business Solutions —Pasadena, CA
Professional certification as a Chartered Financial Analyst (CFA), or similar qualification. Drafting market commentary, case studies, and market analysis.
$140,000 - $190,000 a year
Quick Apply
3d
Oppenheimer & Co. Inc. —Los Angeles, CA
Prioritize daily work, track progress of projects and deadlines, answer phones, take messages and schedule appointments.
$55,000 - $65,000 a year
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1d
Morgan Stanley —Sherman Oaks, CA
Actively engage in available training and education programs – including firm strategic priorities, professional development and staying current on policies,…
$35,000 - $85,000 a year
The Bank of New York Mellon Corporation —Los Angeles, CA
Independently develop and implement the strategic plan for managing and growing client banking relationships with a focus on revenue growth and retention.
$81,000 - $205,000 a year
Bessemer Trust Company —Los Angeles, CA
Series 7, Series 63 license desired with two years of Cannon Trust School or equivalent. Coordinate annual unitrust payments, private foundation grant payments,…
$100,000 - $160,000 a year
4d
Cetera Financial Group —El Segundo, CA
Accordingly, all employment decisions at the Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and…
$90,000 - $110,000 a year
William Blair & Company —Beverly Hills, CA
Lead due diligence, research, analysis and documentation of potential and live transactions. Utilize creative approaches to analyses that illustrate key…
Estimated: $83.3K - $105K a year
8h
HUB International —Los Angeles, CA
As the Product Lead, you will be responsible for driving the business process, adoption and optimization of our Wealth Management tools while supporting the…
$125,000 - $150,000 a year
3d
Core Talent —Los Angeles, CA
Evaluate clients' risk tolerance and develop strategies to mitigate potential financial risks. Bachelor's degree in Finance, Business, or a related field.
$100,000 - $200,000 a year
Quick Apply
10d
Bank of America —Los Angeles, CA
Securities Industry Essentials (SIE), Series 7 & 63 (Must obtain SIE, Series 7 & 63 license within 180 days of start date).
$140,000 - $235,000 a year
Equitable Advisors —Los Angeles, CA
Our entry level training curriculum is designed to empower you with the skills and tools needed for success: client relationship management, product knowledge,…
$546.00 - $762.40 a week
Deloitte —Los Angeles, CA
Bachelor's degree in accounting, finance, or other business-related field. Licensed CPA in state of practice/primary office if eligible to sit for the CPA.
$146,510 - $272,090 a year
Ross Wealth Management Group —Long Beach, CA
Series 6 or 7 registered representative license. Valid California life, health and variable contract insurance license. Series 66 or Series 63 and 65 licenses.
Estimated: $58.1K - $73.5K a year
East West Bank —Beverly Hills, CA
Series 6 and 63 investment and life insurance license. Assist customers with financial needs such as cash withdrawals, deposits, transfers, loan/credit card…
$23 - $26 an hour
Northwestern Mutual - West Los Angeles —Los Angeles, CA
O California Life & Health license (or must obtain within 45 days of employment). O Assist in monitoring asset/security level variance including fixed income…
$80,000 - $100,000 a year
Quick Apply
5d
Equitable Advisors —Los Angeles, CA
If you do not have them, you will be required to attain state life and health licenses, SIE, FINRA Series 7 and 63 exams (other designations a plus).
$52,000 - $152,000 a year
Quick Apply
3d
Second 50 Financial, LLC —Manhattan Beach, CA
Will be cross trained to answer phones and help clients with account administration questions. Manage/Track client contributions, distributions, and cash…
$80,000 - $100,000 a year
Quick Apply
6d
Advanced Portfolio Strategies —Torrance, CA
Bachelor's degree in finance, economics, business, or a related field (preferred, but not required). Work-life balance and flexibility in managing your own time…
Estimated: $105K - $133K a year
Quick Apply
5d
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